Thornburg Competitors

Stocks USA . 
Stock . Thornburg Income Builder
TBLD Stock  USD 22.41  0.15  0.67%   
Thornburg Income Builder competes with Western Asset, BlackRock Global, BlackRock Utility, Invesco Municipal, and Ivy Small; as well as few others. The company conducts business under Capital Markets sector and is part of Financials industry. Analyzing Thornburg Income competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Thornburg Income to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Thornburg Income Correlation with its peers.

Thornburg Income vs Cullen High Correlation

Good diversification

The correlation between Thornburg Income Builder and CHDEX is -0.1 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Thornburg Income Builder and CHDEX in the same portfolio, assuming nothing else is changed.

Moving together with Thornburg Stock

  0.97HHI Henderson High IncomePairCorr

Moving against Thornburg Stock

  0.8555O1 Apollo Investment CorpPairCorr
  0.79BX Blackstone GroupPairCorr
  0.75MFG Magellan FinancialPairCorr
  0.74NP Neptune InsurancePairCorr
  0.66DMYY dMY Squared TechnologyPairCorr
At present, Thornburg Income's Return On Equity is projected to increase slightly based on the last few years of reporting. At present, Thornburg Income's Asset Turnover is projected to increase slightly based on the last few years of reporting.
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
20.1730.5331.09
Details
Intrinsic
Valuation
LowRealHigh
20.1723.7324.29
Details
Naive
Forecast
LowNextHigh
21.6022.1622.71
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
22.4122.4122.41
Details

Thornburg Income Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Thornburg Income and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Thornburg and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Thornburg Income Builder does not affect the price movement of the other competitor.

High positive correlations

IYSYX
+ 0.95
BOE
VMO
+ 0.95
BUI
IYSYX
+ 0.92
EMD
FAX
+ 0.92
EMD
GWETX
+ 0.92
IYSYX
PDEZX
+ 0.91
VMO
  

High negative correlations

CHDEX
- 0.56
GWETX
CHDEX
- 0.43
PNRAX
CHDEX
- 0.3
BOE
CHDEX
- 0.28
IYSYX
CHDEX
- 0.28
EMD
CHDEX
- 0.07
FAX

Risk-Adjusted Indicators

There is a big difference between Thornburg Stock performing well and Thornburg Income Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Thornburg Income's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
EMD  0.52  0.10  0.07  0.45  0.36 
(0.68)
 1.36 
(0.84)
 3.25 
BOE  0.46  0.09  0.09  0.27  0.32 
(0.51)
 1.16 
(0.69)
 2.72 
BUI  0.64  0.33  0.24 (1.23) 0.40 
(0.74)
 1.49 
(1.00)
 5.62 
VMO  0.28  0.09  0.05  2.29  0.00 
(0.35)
 0.73 
(0.42)
 1.36 
IYSYX  0.62  0.09  0.12  0.18  0.46 
(0.74)
 1.43 
(1.06)
 4.52 
GWETX  0.84  0.18  0.18  0.29  0.61 
(0.99)
 2.14 
(1.38)
 9.76 
PNRAX  0.54  0.01 (0.01) 0.09  0.62 
(0.58)
 0.95 
(1.28)
 3.67 
FAX  0.42  0.12  0.10  0.89  0.12 
(0.51)
 1.17 
(0.61)
 2.80 
PDEZX  0.90  0.28  0.18  214.70  0.80 
(1.09)
 2.48 
(1.37)
 5.79 
CHDEX  0.65 (0.07) 0.00 (0.05) 0.00 
 0.00 
 0.87 
(1.05)
 13.27 

Thornburg Income Competitive Analysis

The better you understand Thornburg Income competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Thornburg Income's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Thornburg Income's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
TBLD EMD BOE BUI VMO IYSYX GWETX PNRAX FAX PDEZX
 0.67 
 22.41 
Thornburg
 0.73 
 11.04 
Western
 0.08 
 12.05 
BlackRock
 0.82 
 30.59 
BlackRock
 0.30 
 9.99 
Invesco
 0.94 
 21.13 
Ivy
 1.34 
 33.93 
Amg
 0.18 
 56.55 
Putnam
 0.63 
 16.04 
Aberdeen
 0.30 
 23.27 
Prudential
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
High
Good
Good
Strong
Solid
Good
Good
Soft
Solid
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
Tiny
Low
Small
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Under Valued
Under Valued
Fairly Valued
Under Valued
Under Valued
Fairly Valued
Under Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Strong Sell
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Buy
Strong Buy
Buy
Cautious Hold
Strong Buy
Strong Buy
Strong Hold
Buy
Strong Buy
Current Ratio
N/A
0.09
0.54
N/A
0.94
N/A
N/A
N/A
2.05
N/A
Net Asset
684.91 M
N/A
N/A
513.83 M
1.11 B
782.41 M
720.19 M
675.65 M
N/A
789.32 M
Profit Margin
N/A
N/A
N/A
N/A
-0.73
N/A
N/A
N/A
-227.03
N/A
EBITDA
N/A
N/A
N/A
35.66 M
23.66 M
N/A
N/A
N/A
82.33 M
N/A
Price To Book
1.02
0.6
0.9
1.23
1.03
2.25
2.8
2.52
0.54
N/A
Operating Margin
N/A
84.28
66.2
N/A
0.89
N/A
N/A
N/A
82.88
N/A
Current Valuation
N/A
749.06 M
875.19 M
N/A
1.07 B
N/A
N/A
N/A
1.03 B
N/A
Retained Earnings
38.95 M
24.75 M
(73.73 M)
139.99 M
(107.6 M)
N/A
N/A
N/A
N/A
N/A
Five Year Return
N/A
4.25
8.71
6.54
5.3
6.32
4.43
14.54
-0.41
-2.08
One Year Return
N/A
16.72
16.68
N/A
N/A
16.81
13.84
19.72
11.97
30.35
Beta
N/A
0.82
0.89
0.53
0.72
N/A
N/A
N/A
0.56
N/A
Number Of Employees
N/A
13
20
10
39
1
1
1
26
1
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
1.48
3.49
2.68
N/A
0.26
Equity Positions Weight
N/A
N/A
N/A
N/A
N/A
98.52
96.51
97.32
N/A
96.54
Shares Outstanding
31.08 M
60.75 M
63.54 M
22.71 M
67.44 M
N/A
N/A
N/A
247.7 M
N/A
Three Year Return
N/A
14.17
12.91
N/A
N/A
12.66
9.78
23.54
7.43
21.33
Cash Flow From Operations
N/A
137.8 M
52.98 M
31.59 M
90.85 M
N/A
N/A
N/A
97.06 M
N/A
Annual Yield
0.0559
0.0075
0.0218
0.0534
0.0751
0.0015
N/A
0.0044
0.0476
0.0199
Total Debt
4.38 M
276.71 M
94.29 K
18.73 K
76.11 M
N/A
N/A
N/A
470 M
N/A
Return On Equity
N/A
-30.55
-11.11
N/A
-0.0566
N/A
N/A
N/A
-16.75
N/A
Number Of Shares Shorted
34.14 K
26.6 K
31 K
366.01 K
81.99 K
N/A
N/A
N/A
493.76 K
N/A
Return On Asset
N/A
3.27
1.1
N/A
0.0257
N/A
N/A
N/A
2.58
N/A
Book Value Per Share
N/A
15.38
11.17
N/A
9.65
N/A
N/A
N/A
4.65
N/A
Total Asset
684.91 M
371.74 M
233.85 M
513.83 M
1.11 B
471.54 M
7.41 M
512.03 M
N/A
337.09 M
Short Ratio
0.46
0.13
0.17
4.63
0.31
N/A
N/A
N/A
0.38
N/A
Last Dividend Paid
N/A
0.96
0.76
N/A
0.75
N/A
N/A
0.24
0.33
N/A
Debt To Equity
N/A
0.46
N/A
N/A
0.64
N/A
N/A
N/A
0.52
N/A
Shares Owned By Institutions
88.35
41.03
36.48
18.93
28.39
N/A
N/A
N/A
22.4
N/A
Market Capitalization
696.55 M
607.46 M
710.68 M
694.84 M
673.73 M
N/A
N/A
N/A
814.92 M
N/A
Price To Earning
N/A
11.88
5.42
5.48
32.09
1.66
5.44
20.11
24.22
N/A
Price To Sales
7.03
8.39
30.34
7.15
12.56
1.05
1.83
1.9
8.1
N/A
Net Income
N/A
(227.98 M)
(86.68 M)
35.62 M
23.66 M
N/A
N/A
N/A
(173.21 M)
N/A
Earnings Per Share
3.04
0.78
1.86
4.27
-0.58
N/A
N/A
N/A
0.1
N/A
Shares Owned By Insiders
11.01
N/A
N/A
1.02
1.15
N/A
N/A
N/A
N/A
N/A
Year To Date Return
N/A
2.68
3.79
N/A
N/A
6.36
6.85
2.02
4.06
17.59
Revenue
N/A
66.89 M
21.11 M
37.27 M
42.59 M
N/A
N/A
N/A
76.29 M
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
8.48
11.05
12.88
N/A
N/A
Cash And Equivalents
N/A
9.02 M
108.26 K
N/A
3.97 M
N/A
N/A
N/A
15.84 M
N/A
Cash Per Share
N/A
0.15
N/A
N/A
0.06
N/A
N/A
N/A
0.06
N/A
Gross Profit
N/A
70.94 M
19.63 M
N/A
53.63 M
N/A
N/A
N/A
73.64 M
N/A
Day Typical Price
22.35
11.01
12.02
30.48
10.01
21.13
33.93
56.55
16.04
23.27
Accumulation Distribution
0.012
0.0091
0.0075
0.0111
0.007
N/A
N/A
N/A
0.0081
N/A
Market Facilitation Index
0.27
0.1
0.09
0.34
0.07
N/A
N/A
N/A
0.13
N/A
Daily Balance Of Power
0.5556
0.8
0.1111
0.7353
(0.43)
0
0
0
0.7692
0
Period Momentum Indicator
0.15
0.08
0.01
0.25
(0.03)
(0.20)
(0.46)
(0.10)
0.1
(0.07)
Rate Of Daily Change
1.01
1.01
1.0
1.01
1.0
0.99
0.99
1.0
1.01
1.0
Day Median Price
22.32
10.99
12.01
30.42
10.02
21.13
33.93
56.55
16.05
23.27
Price Action Indicator
0.17
0.09
0.05
0.29
(0.04)
(0.10)
(0.23)
(0.05)
0.045
(0.04)
Relative Strength Index
87.11
93.82
33.06
99.61
88.9
15.86
9.12
91.65
94.22
99.46
Coefficient Of Variation
246.05
501.57
410.04
296.08
337.06
463.07
523.0
915.52
397.03
411.14
Mean Deviation
0.3955
0.5215
0.4577
0.6408
0.2753
0.624
0.8416
0.5395
0.4237
0.9029
Jensen Alpha
0.1893
0.0998
0.094
0.3322
0.0907
0.0936
0.1808
0.0108
0.1193
0.279
Total Risk Alpha
0.1531
0.0524
0.0724
0.2125
0.0574
0.082
0.1071
(0.01)
0.0726
0.155
Sortino Ratio
0.2628
0.0678
0.0922
0.2401
0.0454
0.1153
0.1782
(0.01)
0.1046
0.1755
Downside Variance
0.2429
0.3681
0.3453
0.935
0.0963
0.5848
0.8893
0.6323
0.239
1.29
Standard Deviation
0.5399
0.6573
0.5908
0.9535
0.3505
0.8247
1.35
0.7204
0.56
1.19
Kurtosis
2.3
0.3324
(0.04)
5.48
(0.09)
0.8408
15.1
0.8209
0.7296
0.7316
Potential Upside
1.06
1.36
1.16
1.49
0.7338
1.43
2.14
0.9503
1.17
2.48
Treynor Ratio
0.8327
0.4544
0.2671
(1.23)
2.29
0.1803
0.2949
0.0948
0.8945
214.7
Maximum Drawdown
3.14
3.25
2.72
5.62
1.36
4.52
9.76
3.67
2.8
5.79
Variance
0.2915
0.4321
0.3491
0.9092
0.1229
0.6802
1.82
0.5189
0.3136
1.41
Market Risk Adjusted Performance
0.8427
0.4644
0.2771
(1.22)
2.3
0.1903
0.3049
0.1048
0.9045
214.71
Risk Adjusted Performance
0.3069
0.151
0.1837
0.2605
0.2153
0.166
0.1507
0.083
0.1891
0.1897
Skewness
0.6749
(0.04)
(0.04)
0.76
0.3652
0.121
2.82
(0.32)
0.5316
(0.09)
Semi Deviation
0.0
0.3628
0.3248
0.3951
0.0
0.4641
0.6118
0.6198
0.1196
0.7958
Information Ratio
0.2399
0.0626
0.0917
0.2435
0.0402
0.1069
0.1246
(0.02)
0.0913
0.1676
Value At Risk
(0.73)
(0.84)
(0.69)
(1.00)
(0.42)
(1.06)
(1.38)
(1.28)
(0.61)
(1.37)
Expected Short fall
(0.52)
(0.68)
(0.51)
(0.74)
(0.35)
(0.74)
(0.99)
(0.58)
(0.51)
(1.09)
Downside Deviation
0.4929
0.6067
0.5876
0.9669
0.3103
0.7647
0.943
0.7952
0.4889
1.14
Semi Variance
(0.11)
0.1316
0.1055
0.1561
(0.04)
0.2154
0.3743
0.3842
0.0143
0.6333

Thornburg Income Competition Performance Charts

Five steps to successful analysis of Thornburg Income Competition

Thornburg Income's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Thornburg Income Builder in relation to its competition. Thornburg Income's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Thornburg Income in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Thornburg Income's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Thornburg Income Builder, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Thornburg Income position

In addition to having Thornburg Income in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Recreation Thematic Idea Now

Recreation
Recreation Theme
Companies involved in production and services of recreational goods, foods, and accessories. The Recreation theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Recreation Theme or any other thematic opportunities.
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When determining whether Thornburg Income Builder is a strong investment it is important to analyze Thornburg Income's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Thornburg Income's future performance. For an informed investment choice regarding Thornburg Stock, refer to the following important reports:
How To Invest In Thornburg
Details
Is Thornburg Stock a good investment?
Details
What is Thornburg Income's Net Worth?
Details
Largest Asset Management & Custody Banks Companies
View
Largest Financial Services Companies
View
Check out Thornburg Income Correlation with its peers.
You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Will Asset Management & Custody Banks sector continue expanding? Could Thornburg diversify its offerings? Factors like these will boost the valuation of Thornburg Income. If investors know Thornburg will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Thornburg Income data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Earnings Share
3.04
The market value of Thornburg Income Builder is measured differently than its book value, which is the value of Thornburg that is recorded on the company's balance sheet. Investors also form their own opinion of Thornburg Income's value that differs from its market value or its book value, called intrinsic value, which is Thornburg Income's true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Thornburg Income's market value can be influenced by many factors that don't directly affect Thornburg Income's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Thornburg Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Thornburg Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Thornburg Income's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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